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iShares Exponential Technologies ETF
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Overview Fund Activity

247 hedge funds and large institutions have $2.58B invested in iShares Exponential Technologies ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 92 reducing their positions, and 19 closing their positions.

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.58%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
23
Increased
65
Reduced
92
Closed
19
Calls
$608K
Puts
$66K
Net Calls
+$542K
Net Calls Change
+$452K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$23.8M
2
Ameriprise
2
Ameriprise
Minnesota
$25.4M
3
BFG
3
Berger Financial Group
Minnesota
$6.98M
4
LPL Financial
4
LPL Financial
California
$45.4M
5
FFM
5
Forum Financial Management
Illinois
$3.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.16M
2
Morgan Stanley
2
Morgan Stanley
New York
$19M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.98B
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$14.8M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$8.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
26
Berger Financial Group
Minnesota
$6.98M +$6.98M +117,076 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$6.46M +$306K +5,135 +5%
VCS
28
Vaughan & Co Securities
New Jersey
$5.8M -$7.87K -132 -0.1%
CWP
29
Concord Wealth Partners
Virginia
$5.72M -$945K -15,854 -14%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$5.42M -$883K -14,813 -14%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$5.37M -$1.53M -25,597 -22%
BC
32
Barrett & Company
Rhode Island
$5.33M +$184K +3,089 +4%
DWP
33
Daymark Wealth Partners
Ohio
$5.04M +$21.2K +356 +0.4%
DWP
34
Destiny Wealth Partners
Florida
$4.96M +$31.3K +525 +0.6%
CAMV
35
Concord Asset Management (Virginia)
Virginia
$4.95M -$626K -10,503 -11%
MML Investors Services
36
MML Investors Services
Massachusetts
$4.54M +$146K +2,446 +3%
BCM
37
Brookstone Capital Management
Illinois
$4.4M +$377K +6,320 +9%
Truist Financial
38
Truist Financial
North Carolina
$4.12M +$84.1K +1,410 +2%
Osaic Holdings
39
Osaic Holdings
Arizona
$4.04M +$1.07M +17,991 +36%
RJA
40
Raymond James & Associates
Florida
$3.89M +$54.6K +915 +1%
ECM
41
Evergreen Capital Management
Washington
$3.77M -$3.13M -52,463 -45%
CCA
42
Clearwater Capital Advisors
Illinois
$3.74M +$378K +6,335 +11%
FFM
43
Forum Financial Management
Illinois
$3.7M +$3.7M +61,997 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$3.21M +$288K +4,824 +10%
MOS
45
MGO One Seven
Ohio
$3M +$3M +50,378 New
CGA
46
Crescent Grove Advisors
Illinois
$2.98M -$481K -8,075 -14%
HighTower Advisors
47
HighTower Advisors
Illinois
$2.93M +$1.67M +27,958 +133%
VA
48
Valmark Advisers
Ohio
$2.92M +$59.5K +998 +2%
BSSFA
49
Baron Silver Stevens Financial Advisors
Florida
$2.91M +$249K +4,184 +9%
IWC
50
Integrated Wealth Concepts
Massachusetts
$2.76M -$582K -9,764 -17%
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